Aquatic Capital Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.01M Buy
2025
Q2
$1.52M Sell
2025
Q1
$5.87M Buy
2024
Q4
$3.2M Buy
2024
Q3
$1.6M Buy
2024
Q2
$400K Buy
2024
Q1
Sell
2023
Q4
$2.31M Buy
2023
Q3
$843K Buy
2022
Q4
Sell
2022
Q3
$253K Buy